-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Kelly Roark (CRD# 3228448) is an Investment Advisor Representative working at Commonwealth Financial Network in Asheville, NC and has over 24 years of experience in the finance industry. Kelly Roark has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jonathan Robinson (CRD# 2894266) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Asheville, NC and has over 26 years of experience in the finance industry.
Peter Roe (CRD# 2255241) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Asheville, NC and has over 31 years of experience in the finance industry.
Robert Roth (CRD# 3179036) is an Investment Advisor Representative working at Edward Jones in Asheville, NC and has over 25 years of experience in the finance industry.
Scott Roy (CRD# 2426199) is an Investment Advisor Representative working at Edward Jones in Black Mountain, NC and has over 30 years of experience in the finance industry.
Cristian Rubiano (CRD# 6023603) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Asheville, NC and has over 11 years of experience in the finance industry.
Angela Rutledge (CRD# 5326377) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Asheville, NC and has over 16 years of experience in the finance industry.
Jacob Sadler (CRD# 6063941) is an Investment Advisor Representative working at Curio Wealth, LLC in Asheville, NC and has over 11 years of experience in the finance industry. Jacob Sadler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Rebecca Sandoval (CRD# 2993946) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Asheville, NC and has over 24 years of experience in the finance industry.
Ashley Schaper (CRD# 6641528) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Asheville, NC and has over 6 years of experience in the finance industry.